The State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) made its debut on 06/04/2014, and is a smart beta exchange traded fund that provides broad exposure to the Broad Developed World ETFs category of the market.
A smart beta exchange traded fund, the State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) debuted on 06/04/2014, and offers broad exposure to the Broad Developed World ETFs category of the market.
Making its debut on 06/04/2014, smart beta exchange traded fund SPDR MSCI EAFE StrategicFactors ETF (QEFA) provides investors broad exposure to the Broad Developed World ETFs category of the market.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 250 | $19,740 | $24,302.5 | $4,562.5 | 23.11% |
CliftonLarsonAllen Wealth Advisors CliftonLarsonAllen Wealth Advisors LLC | 18,984 | $1.63M | $1.85M | $222,185.56 | 13.64% |
Jeff Ameen Spire Wealth Management | 122 | $9,363.5 | $11,821.8 | $2,458.3 | 26.25% |
| SS Sandra Stickney Collaborative Wealth Managment Inc. | 2,509 | $220,673.39 | $244,049.43 | $23,376.04 | 10.59% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 497 | $42,283.53 | $48,467.44 | $6,183.91 | 14.62% |
| ARCA Exchange | US Country |
The organization is a fund that focuses primarily on investment strategies that are anchored in the securities of companies from developed markets across Europe, Australasia, and the Far East. By dedicating at least 80% of its total assets to the securities that form its benchmark index, along with depositary receipts based on these securities, the fund aims to track the performance attributes of value, low volatility, and quality factor strategies. This investment approach signifies a commitment to capturing the growth and stability of established markets globally, with a particular emphasis on those stocks that demonstrate value, exhibit lower volatility, and maintain high-quality standards.
The fund invests a substantial portion of its assets in the securities that make up its benchmark index. These securities are selected based on their representation of large- and mid-cap stocks across 21 developed market countries in Europe, Australasia, and the Far East. This strategy ensures broad market exposure, diversification, and the potential for stable returns over time.
In addition to direct investments in securities, the fund also invests in depositary receipts that are based on the securities included in the index. Depositary receipts allow the fund to hold shares in foreign companies, providing an effective way to gain exposure to global markets while managing the complexities associated with direct investments in foreign equity markets.
The fund's investment philosophy is built around the inclusion of stocks that align with specific factor-based strategies, namely value, low volatility, and quality. By focusing on these factors, the fund seeks to identify and invest in companies that are undervalued by the market, exhibit lower than average volatility, and demonstrate strong fundamentals. This approach is designed to enhance returns while mitigating risk.